End-to-End Finance Automation

AI that runs finance workflows

Intelligent agents that understand, automate, and optimize your entire financial operations stack, connected directly to your ERP.

Book a Demo Explore Open Source
📥
Data Input
🤖
AI Processing
⚙
ERP Execution
✓
Automated Action
AI Agents for Every Use Case

Purpose-built agents for every finance scenario

Five core AI capabilities that cover the full scope of finance operations, from document processing to compliance monitoring.

Reconciliation AI

Automatically match transactions across systems, flag exceptions, and resolve discrepancies without manual intervention. Works across bank statements, ledgers, and intercompany accounts.

  • Multi-system transaction matching
  • Exception detection and prioritization
  • Auto-resolution rule engine
  • Continuous reconciliation monitoring
Live Reconciliation, November Close Running
Bank Statement
INV-4821 · $12,400
INV-4822 · $8,750
INV-4823 · $3,200
INV-4824 · $21,050
INV-4825 · $6,800
✓
✓
!
✓
~
GL / ERP
$12,400 · Matched
$8,750 · Matched
$2,950 · Mismatch
$21,050 · Matched
Pending · In transit
847
Matched
3
Exceptions
12
Pending
99.6%
Accuracy

Document AI

Extract, classify, and process financial documents with AI precision. Handles invoices, remittances, contracts, and receipts automatically, then pushes structured data directly to your ERP.

  • Automated invoice data extraction
  • Smart remittance capture and matching
  • Contract analysis and key term extraction
  • Multi-format document recognition
AI Document Extraction
Vendor
Acme Supplies Inc.
Invoice #
INV-20260441
Date
May 08, 2026
Amount
$24,800.00
PO Match
PO-8821 · 3-way ✓
GL Code
Needs review
⚡ Extracted in 1.2s, pushed to NetSuite 847 docs today

Compliance AI

Monitor regulatory compliance automatically with real-time policy enforcement and exception flagging. Tracks SOX controls, expense policies, vendor limits, and approval thresholds continuously.

  • Automated regulatory monitoring
  • Policy enforcement and validation
  • Risk assessment and exception flagging
  • Compliance reporting automation
94%
Overall Compliance Score
4 controls monitored · Last updated 12 min ago
Control Areas
SOX Controls
98%
OK
AP Policy
91%
OK
Expense Limits
78%
Review
Vendor Approval
96%
OK
SOC 2 ReadyAudit ExportReal-time24/7 Monitor

Analytics AI

Transform raw financial data into actionable insights automatically. Generate variance narratives, identify trends, and surface anomalies before they become problems, without a single manual query.

  • Automated variance analysis with AI narrative
  • Trend identification and anomaly detection
  • Predictive forecasting from live ERP data
  • Custom KPI monitoring and alerting
Finance Analytics Dashboard
$4.2M
Revenue MTD
▲ 12.4% vs plan
68.3%
Gross Margin
▼ 1.2% vs prior
$840K
OpEx Actual
▲ On budget
42d
DSO (AR Days)
▼ +3 vs target
Revenue Trend, Jan to May 2026

Automation AI

Orchestrate end-to-end finance workflows with intelligent automation. From routine AP processing to complex multi-entity close coordination, agents handle the full workflow with human-in-the-loop controls.

  • End-to-end workflow orchestration
  • Multi-system integration and handoffs
  • Human-in-the-loop approval gates
  • Exception routing and escalation
AP Workflow, Live Execution
📥
Invoice Received
Acme Supplies · $24,800 · PDF
DONE
↓
🤖
AI Extracts and Validates
OCR, PO match, GL code, 3-way verify
DONE
↓
👤
Controller Approval
Sarah K. · $24,800 threshold · Awaiting
PENDING
↓
🏢
Post to ERP
NetSuite · AP ledger · Schedule payment
NEXT
847
Processed Today
98%
Auto-Approved
2.1h
Avg Cycle Time
How ChatFin Works

From data to decision in three steps

Connect your ERP, configure your workflows, and let AI agents execute, with human controls at every gate.

1

Connect Your Systems

Authenticate ChatFin with your ERP through native connectors. SAP B1, NetSuite, Acumatica, JDE, Dynamics, and 12+ more, no middleware required.

Native APIsOAuth 2.0~30 min setup
2

AI Processes and Executes

Agents analyze your data, enforce your rules, and execute finance workflows directly inside the ERP, with approval gates at every critical step.

Finance-gradeStatefulAudit trail
3

Monitor and Improve

Track agent performance, review exceptions, and expand automation as your team builds confidence. Accuracy improves every cycle.

Live dashboardException alertsContinuous
Get Started

See ChatFin in Action

Book a personalized demo and see AI agents running on your actual finance workflows, not a scripted slide deck.

✓

See AI agents on your live ERP data

✓

Custom demo for your specific workflows

✓

No commitment required

Request a Demo
Confidential & Private [wpforms id="9748"]

ChatFin builds AI agents for finance and accounting teams. Read the ChatFin blog.

State of AI in Finance 2026 · The Complete Guide to AI in the Finance Function · Finance AI Automation Roadmap · AI Tools for Accounting and Finance

YouTube · LinkedIn · Instagram · GitHub

ChatFin, 1900 Powell St Ste 700, Emeryville, CA 94608, United States · +1 707-847-6514· View on Google Maps